Cary Street Partners has secured an investment from CIVC Partners to accelerate its growth and expand its position in the independent wealth management sector.

Target Information

Cary Street Partners (CSP) is an independent financial advisory firm based in the USA, specializing in personalized wealth management solutions for high-net-worth individuals. The firm aims to address the gap in the financial services market, where wealthy clients often resort to standardized financial products instead of receiving tailored advice that aligns with their specific needs. CSP operates with a commitment to long-term partnerships, offering a unique blend of personal consultation alongside a technological platform that challenges traditional banking models.

Currently managing approximately $10 billion in assets with 19 locations, CSP has established itself as a leading independent player in the wealth management sector. The firm’s open platform architecture enables it to deliver customized solutions that prioritize individual client needs without the constraints of sales-driven agendas.

Industry Overview in the USA

The wealth management industry in the United States is characterized by a significant growth trajectory, driven by increasing numbers of affluent individuals seeking personalized financial strategies. This sector has seen a shift